Consistency is the need of the hour.
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771249050{margin-bottom: 0px !important;}”]The return of growth seems a certainty now. When data starts to trend positively, the market mood tends to […]
Invest in Time
Quick edit: When will America withdraw their economic stimulus? What will happen if they stop pumping $ 85 billion every month into […]
Time to go value hunting
The runaway inflation in agri products has virtually tied the RBI’s hands. Worse, it has tied the UPA in a bind. Inflation […]
The Turnaround Begins.
Diwali came and went. But, the Nifty simply refused to form a new high. As the worst of the quarterly results start […]
Time for the green shoots.
Indian equity investors approach Diwali with an air of reluctance. The markets hit an all-time high on the BSE SENSEX and approach […]
Time to be a contrarian- ithought’s market wrap
Quick Edit: A fortnight is a long time in the stock market. Especially, when it is the year’s first one. The markets […]
The search for direction begins
The term defensive usually gives us a negative connotation. In stock market parlance, we call a company a defensive because we will […]
FII’s Lift Their Spirits. And, The Markets.
When economies slow down, the stock markets struggle to find a stable leadership pack. How this leadership pack is built effectively determines […]
Result hour – time to take stock.
“Trade deficits hit a two year low “. The domestic headline flows clearly seems to be putting the bad news behind. But, […]
Think Beyond the Results Season.
Talking heads with investor peers these days inevitably leads to talking politics. The conversation dwells mostly on number crunching, second guessing alliances […]
Expectations head for a reset
Predicting a crash in any asset class is a dangerous business. To the one making the prediction, the odds are inevitably stacked […]
Rates rise. Growth tapers.
Growth in the Indian economy is definitely set to slow. We will see our GDP estimates getting tapered down as elections near. […]